Client Support Advisor

Kforce Inc.

Phoenix, AZ

JOB DETAILS
SALARY
$20–$25
SKILLS
Accounting Software, Analysis Skills, Banking Operations, Banking Services, Business Support, Call Center Operations, Cash Management, Communication Skills, Credit Cards, Customer Relations, Customer Support/Service, Detail Oriented, Economics, Finance, Financial Services, Foreign Exchange (FX), Identify Issues, Intuit Quickbooks, Legal, Merchant Services, Online Banking, Operational Support, Presentation/Verbal Skills, Problem Solving Skills, Risk Analysis, Short Messaging Service (SMS), Software Administration, Technical Support, Treasury, Writing Skills
LOCATION
Phoenix, AZ
POSTED
30+ days ago
Kforce has a client that is seeking a Client Support Advisor - Banking & Treasury Services (Entry-Level) in Phoenix, AZ. Summary: You will launch (or grow) your career in financial services in a role that blends customer service, problem-solving, and hands-on exposure to banking and treasury products. You will support business clients as they use online banking and payment tools-helping them get unstuck, guiding them through processes, and building confidence with financial platforms. Why this role: This position offers hands-on exposure to real-world banking operations, payments, and cash management solutions-making it an ideal stepping stone for candidates looking to grow a career in finance, treasury services, or banking technology. This role starts as a contract position for one year with potential to convert to FTE with Kforce's client thereafter. The role requires one day a month in office and can be performed remotely otherwise. In this role, you will:
  • Provide friendly, professional, client-facing support by phone, email, and/or ticketing tools
  • Troubleshoot access and navigation issues within online banking (unlock accounts, password resets, MFA support, basic user administration)
  • Help clients understand and use depository products and services (e.g., checking/DDA, CDs, MMAs, account analysis basics, check clearing, mobile/remote deposit capture)
  • Assist with domestic and international wire payment navigation and research
  • Support cash management tools such as ACH services, bill pay, lockbox, positive pay, investment cash sweep, and select international services (letters of credit, foreign exchange, multi-currency accounts)
  • Provide basic support for merchant services and business debit/credit card products
  • Troubleshoot payment-related technical issues such as payment imports and file-related errors
  • Help identify potential fraud risks and assist with monitoring and resolution steps (including ACH blocks/filters)

Requirements:

  • Bachelor's degree in Economics, Finance, Business, or a related field preferred (or equivalent practical experience)
  • Strong customer service mindset-you enjoy helping others and keeping calm under pressure
  • We are looking for someone early in their career who's great with people, loves solving problems, and wants to build deeper expertise in banking and treasury services
  • Proven problem-solving skills-you like figuring things out and can explain solutions clearly
  • Some exposure to financial services or banking (internship, teller/customer support, call center, operations support, or similar)
  • Clear, professional communication skills (written and verbal), with attention to detail
  • Comfortable learning new tools and processes, and willing to be client-facing
Plus (you're excited to learn or build skill in these areas):
  • Online banking support (access issues, navigation, user maintenance, MFA)
  • Banking products and payment methods (ACH, wires, deposits, fraud prevention features)
  • Cash management tools (bill pay, lockbox, positive pay, cash sweep)
  • QuickBooks or accounting software integration troubleshooting
  • Payment imports/file troubleshooting and technical support habits

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

By clicking “Apply Today” you agree to receive calls, AI-generated calls, text messages or emails from Kforce and its affiliates, and service providers. Note that if you choose to communicate with Kforce via text messaging the frequency may vary, and message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You will always have the right to cease communicating via text by using key words such as STOP.


About the Company

K

Kforce Inc.

Kforce is a solutions firm specializing in technology, finance and accounting, and professional staffing services. Our KNOWLEDGEforce® empowers top companies to achieve their digital transformation goals. We curate teams of technical experts who deliver solutions custom-tailored to each client’s needs. These scalable, flexible outcomes are shaped by deep market knowledge, thought leadership and our multi-industry expertise.

 

Our integrated approach is rooted in 60 years of proven success deploying highly skilled professionals on a temporary and direct-hire basis. Each year, approximately 18,000 talented experts work with the Fortune 500 and other leading companies. Together, we deliver Great Results Through Strategic Partnership and Knowledge Sharing®.

COMPANY SIZE
1,000 to 1,499 employees
INDUSTRY
Financial Services
FOUNDED
1962
WEBSITE
http://www.kforce.com/